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RESOURCE DiRECTORY - Financial Planning

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COMMiSSiOn & FEE–BASED PRODUCTS<br />

vARiAble Fixed loNg-teRm liFe & AlteRNAtives hedge mANAged<br />

ANNuities Rev. ANNuities ANNuities iNsuRANce Rev. cARe disAbility ReveNue FuNd Reit FutuRes<br />

$000s % chANge Rev. $000s Rev. $000s $000s % chANge Rev. $000s Rev. $000s $000s % chANge Rev. $000s Rev. $000s Rev. $000s<br />

878,219 16.6 758,436 119,783 29,697 (16.2) 1,627 27,475 112,547 18.7<br />

386,108 19.3 356,904 13,606 108,552 (3.1) 28,467 79,629 247,739 32.2 86,276 105,635 1,951<br />

164,794 11.6 148,771 16,023<br />

317,800 10.5 317,800 87,800 (5.5) 87,800 5,500 61.8 150 3,900<br />

403,922 22.8 381,091 22,831 22,394 3.7 22,394 4,584 44.1<br />

122,870 8.5 118,440 4,430 15,898 (54.0) 21,394 181.2 9,221<br />

140,558 105.1 136,341 4,217 29,914 27.9 43 29,872 10,457 38.2 8,231<br />

59,460 13.8 59,460 17,722 (21.8) 17,722 33,560 7.1<br />

96,245 14.9 93,420 2,825 18,279 11.9 3,163 14,485 25,242 32.6 9,032 10,794 2,803<br />

152,092 12.3 141,812 5,689 2,814 (6.6) 96 2,717 15,442 6.9 10,005 348<br />

76,729 26.0 75,397 1,332 90,350 (15.9) 275 90,076 16,199 47.1 139 5,818 838<br />

76,749 15.9 74,379 988 108,109 (28.2) 9,111 39,129 1,359 7.3 1,359<br />

64,800 (14.6) 63,100 1,700 2,900 (41.0) 7,900 (27.7) 6,478<br />

132,667 10.9 132,410 256 41,881 (4.5) 41,881 8,922 6.4<br />

60,048 3.2 55,784 120 119,555 (11.9) 119,555<br />

95,331 14.4 92,338 653 5,506 24.6 15,672 36.0 7,862<br />

48,904 20.2 48,904 17,448 14.5 17,448<br />

142,261 35.8 140,635 1,625 16,263 9.2 16,263 4,536 23.9<br />

66,723 66,723 18,119 18,119 8,766 8,766<br />

54,461 28.0 54,461 3,112 12.8 3,112 4,589 (51.6) 115 1,760<br />

42,733 (8.1) 40,857 1,876 17,897 (5.6) 17,897<br />

73,359 32.0 56,077 376 6,959 (27.1) 4,492 19,210 26.8 9,164 4,688<br />

92,068 17.1 75,349 10,616 2,710 (5.8) 234 2,383 16,302 21.9 14 5,533 280<br />

71,942 11.3 69,261 380 4,312 9.2 14,525 63.3 9,703<br />

74,110 12.4 67,914 1,186 5,657 41.9 8,741 48.2 5,106<br />

58,862 11.8 56,793 2,069 7,680 95.1 310 7,370 19,886 (3.4) 15,736 1,307<br />

47,218 8.5 47,218 7,735 0.6<br />

70,207 50,951 19,256 4,147 4,147 6,231 6,231<br />

78,812 78,812<br />

68,300 43,100 25,200 8,000 760 7,240 24,090 190<br />

15,039 39.0 8,777 331 85,720 (4.2) 85,675 74 (58.3) 29 45<br />

43,540 15.2 42,018 834 3,095 8.4 289 2,296 1,784 (8.5) 1,784<br />

76,396 21.1 76,396 2,104 (22.4) 2,104<br />

66,263 19.2 61,689 2,784 2,421 (7.9) 76 2,345 9,907 2.5 -6 5,053 492<br />

72,872 8.4 65,953 6,891 (11.5)<br />

41,992 41,992 9,099 9,099 10,204 10,204<br />

47,779 (16.4) 44,847 2,933 2,110 5,119 (15.4) 2,597 145<br />

54,936 40,336 8,071 2,198 1,328 1,099<br />

38,262 9.9 38,262 20,065 31.1 3,892<br />

51,640 11.2 38,828 12,812 5,036 9.7 210 4,826 13,642 15.1 9,891<br />

37,777 23.6 33,450 457 2,362 (24.0) 3 2,358 2,287 126.5 2,059 149<br />

36,016 28.0 34,524 342 2,397 (6.0) 2,397 10,211 41.6<br />

40,022 16.4 39,462 560 3,458 (20.5) 2,414 1,396 (8.0)<br />

27,956 34.9 26,272 494 2,800 (27.3) 2,800 6,324 (4.4) 6,324<br />

27,908 16.7 22,146 4,444 4,509 (5.6) 538 3,798 7,430 (0.7) 3,751 149<br />

16,045 (1.6) 14,189 1,856 3,758 (33.7) 419 2,839 509 10.7 342<br />

17,173 26.9 17,173 4,293 29.7 271 20,433 23.3 11,687 1,064<br />

32,036 19.7 30,108 344 1,778 (3.5) 1,778<br />

21,871 25.9 14,500 3,115 (55.8) 3,115 9,344 58.1 9,244<br />

11,708 23.1 10,677 1,031 1,601 31.9 59 1,542 5,456 21.5 2,803 118<br />

25 Broker-Dealer Guide / SourceMedia Marketing Solutions Group

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